Sabadell - Logista (LOG SM) (LOG SM) LOGISTA: RDOS. 2022 (ANÁLISIS BANCO SABADELL)

Report

Sabadell

Ignacio Romero

EUR 100.00 For Business Accounts Only

LOGISTA: RDOS. 2022 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'22 vs 4T'21:
Ventas: 323,8 M euros (+7,1% vs +5,5% BS(e));
EBIT: 83,5 M euros (+1,1% vs -1,2% BS(e));
BDI: 56,5 M euros (+51,2% vs +51,1% BS(e)).
Rdos. 2022 vs 2021:
Ventas: 1.235 M euros (+4,7% vs +4,3% BS(e));
EBIT: 312,0 M euros (+4,9% vs +4,2% BS(e));
BDI: 199,0 M euros (+14,4% vs +14,4% BS(e)).

07/11/2022 1 ES

Underlying

Logista (LOG SM)

See profile

Provider

Sabadell

See profile

Analysts

Ignacio Romero

Other Reports on these Companies

Sabadell

LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Los mensajes más destacados de la call de Rdos. 2T’25.  La rebaja del guidance, y el mal tono de resultados en general,

EUR 50.00

May 9, 2025 May 9, 2025 1 ES

Sabadell

LOGISTA: 1H’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 458.0 M (+3.9% vs. -0.5% BS(e)); EBIT: € 104 M (+0.0% vs. -7.9% BS(e)); Net Profit: € 74 M (-14.9% vs. -16.5% BS(e)); 1H'25 vs. 1H'24: Results Sales: € 916.0 M (+5.7% vs. +3.4% BS(e)); EBIT: € 202.0 M (+4.7% vs. +0.4% BS(e)); Net Profit: € 151.0 M (-5.6% vs. -6.5% BS(e)).

EUR 100.00

May 9, 2025 May 9, 2025 1 EN

Sabadell

LOGISTA: RDOS. 1T’25 Y CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 458,0 M euros (+7,5% vs +2,8% BS(e)); EBIT: 98,0 M euros (+10,1% vs +5,2% BS(e)); BDI: 77,1 M euros (+6,2% vs -1,3% BS(e)).

EUR 100.00

May 9, 2025 May 9, 2025 1 ES

NEINOR HOMES / AEDAS HOMES: OPA SOBRE AEDAS Y CAMBIO DE RECOMENDACIÓN EN NEINOR A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

Revisamos al alza de P.O. y recomendación de Neinor tras anuncio de OPA sobre AEDAS. Neinor ha alcanzado un acuerdo con Castlelake para comprar su participación del 79% en AEDAS a un precio en metálico de 24,48 euros (21,33 euros post dividendo de 3,15 euros, un descuento del -30% sobre NAV y del -9% sobre cierre). Para financiar la operación, que implica OPA sobre el 100% de AEDAS, Neinor asume deuda (750 M euros al 7,25%) y realiza una ampliación de capital (asegurada por sus principales accionistas) de 225 M euros (22% sobre cierre). Creemos que la operación es muy positiva para Neinor por...

EUR 100.00

17h / 16m 17h / 16m 1 ES

Research Department

Research Department

IBERIAN DAILY 17 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS HOMES, AMADEUS, IBERDROLA, NEINOR HOMES. The market recovers European stock markets rallied, driven by the possibility of a de-escalation of the situation in the Middle East. In this regard, Iran would be trying to stop the hostilities through the US in exchange for resuming talks on the nuclear agreement. In the STOXX 600, the best-performing sectors were Travel & Leisure and Banks, whereas defensive sectors like Pharma and Food suffered the biggest drops. On the macro side, in the US, the Empire manufacturing index worsened unexpectedly in June. On the trade front, Trump...

EUR 100.00

19h / 4m 19h / 4m 1 EN

Research Department

Research Department

INFORME DIARIO 17 JUNIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, AMADEUS, IBERDROLA, NEINOR HOMES. EUROPA: AXA, KERING. El mercado se recupera Rebote en las bolsas europeas, impulsadas por la posibilidad de ver cierta desescalada en la situación de Oriente Medio. En este sentido, Irán estaría intentando detener las hostilidades a través de EE.UU. a cambio de reanudar las conversaciones sobre el pacto nuclear. En el STOXX 600 los mejores sectores fueron Viajes&Ocio y Bancos, mientras que defensivos como Farma y Alimentación sufrieron las mayores caídas. Por el lado macro, en EE.UU. el Indice Manufacturer...

EUR 100.00

19h / 15m 19h / 15m 1 ES

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

LOGISTA: RDOS. 2022 (ANÁLISIS BANCO SABADELL)

LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

LOGISTA: 1H’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (ANÁLISIS BANCO SABADELL)

LOGISTA: RDOS. 1T’25 Y CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR (ANÁLISIS BANCO SABADELL)

NEINOR HOMES / AEDAS HOMES: OPA SOBRE AEDAS Y CAMBIO DE RECOMENDACIÓN EN NEINOR A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 17 JUNE (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 17 JUNIO (ANÁLISIS BANCO SABADELL)

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe